Introduction: This guide describes how to use SubPay with AnnuityNet.
Audience: Field users, Back-Office users.
Standard AnnuityNet payment is used for new transactions. SubPay is used to add additional contributions and expenditures to existing contracts.
A. The standard way using the Starting Point.
Note. Starting Point must be appropriately configured. It must contain the vendors allowed for the SubPay, and the required proprietary forms.
Click Starting Point.
On the next screen, click the SubPay-AnnuityNet tile.
3. Click New Client Subfolder.
4. Select the Vendor (Axa Equitable).
5. Select the State.
6. Select the Product Type.
7. Select the Registration Type.
8. Click Add to attach the required proprietary forms if they are not attached by default.
9. Click Create Work Item.
10. Click the Launch AnnuityNet SubPay button.
The system opens the SubPay wizard. Fill out the required fields.
The next steps of the workflow are the same as for the standard AnnuityNet payment:
Send the Work Item for eSign,
Back-Office approves the Work Item,
Send back a notification to AnnuityNet to approve.
[4:50]
Click Starting Point.
On the next screen, click the SubPay-AnnuityNet tile.
3. Select Existing Client
4. Search for the client.
5. Select a Vendor.
Note: Some clients will have different carriers for SubPay versus a new account with two separate processes correspondingly.
6. Select:
State
Product Type
Product Name
Registration Type
Account Option(s)
7. Review Summary. Click Create Work Item.
Note: Firms may have proprietary and carrier forms that they want to include with every SubPay. To add the optional forms, click Add.
8. Fill out the forms in the Work Item.
[9:00]
9.